Principal Securities’s Empire State Realty Trust ESRT Stock Holding History

Principal Securities’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-217	Closed	-$1.66K	–	2002
2025 Q3	$1.66K	Sell	217 -60	-22%	-$459	﹤0.01%	3276
2025 Q2	$2.24K	Sell	277 -6	-2%	-$46	﹤0.01%	3110
2025 Q1	$2.92K	Hold	283	–	–	﹤0.01%	2944
2024 Q4	$2.92K	Buy	283 +64	+29%	+$694	﹤0.01%	2939
2024 Q3	$2.43K	Hold	219	–	–	﹤0.01%	2897
2024 Q2	$2.05K	Sell	219 -46	-17%	-$429	﹤0.01%	2906
2024 Q1	$2.68K	Buy	265 +154	+139%	+$1.52K	﹤0.01%	2787
2023 Q4	$1.08K	Buy	+111	New	+$962	﹤0.01%	2937

Other funds holding ESRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities's ESRT Position: Q4 2025 in Review

Principal Securities sold out of Empire State Realty Trust (ESRT) in Q4 2025, closing a stake of 217 shares — an estimated $1.66K sold.

Principal Securities first reported a position in ESRT in Q4 2023 and held it in 8 quarters. The position peaked at $2.92K in Q1 2025. 209 funds tracked by Wall St. Rank hold ESRT as of Q4 2025.

Principal Securities reported no remaining Empire State Realty Trust position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 217 Empire State Realty Trust shares in Q4 2025, an estimated $1.66K.
Principal Securities first reported a position in Empire State Realty Trust in Q4 2023 and held it in 8 quarters.
Principal Securities's Empire State Realty Trust position peaked at $2.92K in Q1 2025.
209 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.